NASDAQ: APP

Applovin (APP) Stock Analysis & Forecast

Nov 4 close

$271.75+26.24 (+10.7%)

Gekko Brief

AI summaryNov 4 close

Applovin shares jump this week after third-quarter 2026 results showed record revenue of $2.18 billion, up 55% from a year earlier, with earnings beating estimates on improvements to its advertising models that drove growth in mobile gaming and consumer advertising. Net income rose 72% to about $1.44 billion, though free cash flow grew more slowly as cash tax payments climbed, and the report comes alongside reminders of a securities class action deadline tied to a February-to-August trading period.

At $271.75, the stock sits 10.7% higher on the day but remains below both its 50-day average of $290.82 and its 200-day average of $410.84, with the 50-day also under the 200-day, reflecting a longer-term downtrend even after this rally; the shares are down 57% over the past year. The GekkoIndex reads 61.7, placing APP in the Accumulation zone, while price sits 4.2% below Gekko Fair Value of $283.56.

No confirmed earnings date currently appears on the calendar following this week's report. Over the last 90 days Congress members recorded 4 buys and 0 sells, and the last 30 days show 1 unusual options signal, with call premium of $10,986,545 against put premium of $485,975. Seasonality from this point has averaged a 23.1% move over the next 20 trading days across 5 years, though gains occurred in only 2 of those years, a split worth noting given the stock's typical 20-day move of 14.6%.

Written by AI from the Nov 4, 2026 close and checked automatically against the figures on this page.

Applovin price vs fair value

$283.56$271.75Nov ’25May ’26Nov ’26
Close $271.75200-day averageGekko Fair Value $283.56

Applovin quick facts

Market cap
$91.29B
P/E ratio
17.6
Forward P/E
11.2
EPS, TTM
$13.01
Revenue, TTM
$6.83B
Profit margin
64.6%
Dividend yield
—
Beta
2.50
Volume
10.19M avg 4.07M
1-year return
−57.0%
Typical daily move
±4.7%
Typical 20-day move
±14.6%
50-day average
$290.82
200-day average
$410.84
Next earnings
—
Shares outstanding
305.7M
52-week range
$225.19$738.01

Applovin swing-trade checklist

Applovin scores 2 supportive, 2 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

2 supportive2 mixed1 headwind

  • Trendheadwind

    Below 50 and 200-day

    Close $271.75 is below the 50-day ($290.82) and 200-day ($410.84) averages, and the 50-day is below the 200-day.

    See the chart
  • GekkoIndexsupportive

    61.7, Accumulation

    Reading 61.7 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuemixed

    4.2% below

    Price is within 5% of Gekko Fair Value (4.2% below).

    See fair value
  • Smart moneysupportive

    Leans bullish

    Last 90 days: Congress 4 buys / 0 sales. Last 30 days: 1 unusual options signal.

    See smart money
  • Earnings riskno data

    No data

    No confirmed report date on the calendar.

    See earnings
  • Seasonalitymixed

    +23.1% on average

    From this point in the calendar, the next 20 trading days averaged +23.1% over 5 years, rising in 2 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Applovin stock chart and price history

Applovin closed at $271.75 on Nov 4, 2026, −57.0% over the past year, inside a 52-week range of $225.19 to $738.01.

Close50-day average200-day averageVolume
Applovin share price, past year, with 50-day and 200-day moving averages and volume$200$400$500$600$700DecJan 2026FebMarAprMayJunJulAugSepOct271.75

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−2.5%
3 months
−19.0%
6 months
−42.0%
1 year
−57.0%
The full APP chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open APP in Gekko

Follow Applovin through every session

Put APP on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.

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About Applovin

Applovin builds software that helps mobile app developers grow their audiences and turn that usage into revenue. Its tools address both sides of the app marketing equation: getting new users through the door and then making the most of the advertising space inside an app. The company is best known for AppDiscovery, which matches advertiser demand with available publisher inventory through an auction process.

Beyond that flagship product, Applovin operates Adjust, an analytics platform that lets marketers measure campaign performance, refine their targeting, and manage user data responsibly. It also runs MAX, a bidding engine that lets multiple advertisers compete in real time for a spot in an app's ad inventory, aiming to extract more value from each placement. Together these products serve a mix of advertisers, publishers, and other internet platforms, both within the United States and abroad.

Applovin was founded in 2011 and is headquartered in Palo Alto, California. Its shares trade on the NASDAQ under the ticker APP.

Listed
NASDAQ
Sector
Technology services
Industry
Packaged software
Website
applovin.com

Applovin GekkoIndex: the smart money zone

Applovin’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 61.7, in the Accumulation zone, down 3.7 points over five sessions.

010061.7Accumulation

Down 3.7 points over five sessions.

Reading for Nov 4, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying27+2.0%−0.9%+2.6%+9.0%
Accumulation (current zone)1890.0%+1.8%+1.5%+13.1%
Neutral374+3.1%+4.6%+9.2%+21.3%
Distribution92+1.3%+7.1%+19.0%+43.9%
Selling15Not available

Average APP share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.0% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the APP price, zone by zone.Track APP in Gekko

Is Applovin stock overvalued? Gekko Fair Value

Applovin trades 4.2% below Gekko Fair Value of $283.56, so the shares are about fair value on Gekko’s estimate.

Gekko’s own estimate of what Applovin shares are worth, recalculated every trading day.

$283.56

Gekko Fair Value, Nov 4, 2026

4.2% below fair value · About fair value

At the end of Aug 2026 the price was 7.8% below the estimate.

Gekko Fair ValueShare price, month end
$284$246Aug 2026SepOctNov 2026

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open APP in Gekko

Applovin insider and Congress trading

No open-market insider purchases were filed for Applovin, and members of Congress disclosed 4 purchases and 0 sales, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for APP in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every APP insider filing, plotted on the chart in Gekko.Open APP in Gekko

Congress trades last 90 days

4trades disclosed: 4 purchases and 0 sales.

MemberTypeAmountDisclosed
Ro Khanna
House, CA, purchase
Purchase$1,001 - $15,000Oct 9
traded Sep 25
Gilbert Cisneros
House, CA, purchase
Purchase$1,001 - $15,000Oct 12
traded Sep 18
Ro Khanna
House, CA, purchase
Purchase$1,001 - $15,000Oct 9
traded Sep 11
Ro Khanna
House, CA, purchase
Purchase$1,001 - $15,000Oct 9
traded Sep 4

From congressional disclosures, which report amounts as ranges.

Buybacks

Applovin has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$551.2M
As a share of market cap
0.60%
Trailing four quarters
$2.45B

From company filings.

Unusual options activity last 30 days

1signal, 96% of the flagged premium in calls.

Latest: Bullish flow on Nov 4, $11.47M in unusual premium.

Hedge funds and billionaires quarter ended Jun 30

7of the funds Gekko tracks hold APP.

1added2opened4trimmed3sold out
Every signal with its contract, strike and premium, and which funds are on each side.Unlock in Gekko

Applovin earnings: next date and track record

Applovin beat the EPS estimate in 7 of its last 8 reports, moving 14.5% on average across the report.

7 of 8reports beat the EPS estimate
±14.5%average move across the report
5 of 7reports followed by a gain

Share-price move across each report

+25.7%Feb ’25+11.5%May ’25+15.7%Aug ’25+2.1%Nov ’25−22.4%Feb ’26+4.3%May ’26−20.0%Aug ’26
ReportedEPSSurpriseRevenueSurpriseMove
Nov 4, 2026$4.30
est $4.03
+6.7%$2.18B
est $2.07B
+5.3%—
Aug 5, 2026$3.76
est $3.76
0.0%$1.92B
est $1.94B
−0.9%−20.0%
May 6, 2026$3.56
est $3.40
+4.7%$1.84B
est $1.77B
+3.9%+4.3%
Feb 11, 2026$3.24
est $2.95
+9.8%$1.66B
est $1.61B
+2.8%−22.4%
Nov 5, 2025$2.45
est $2.38
+2.9%$1.41B
est $1.34B
+4.7%+2.1%
Aug 6, 2025$2.26
est $1.96
+15.3%$1.26B
est $1.22B
+2.8%+15.7%
May 7, 2025$1.67
est $1.44
+16.0%$1.48B
est $1.38B
+7.5%+11.5%
Feb 12, 2025$1.73
est $1.12
+54.5%$1.37B
est $1.26B
+8.8%+25.7%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Applovin stock forecast and analyst price targets

Analysts’ average 12-month price target for Applovin is $448.43, +65.0% from the last close, from 21 firms rating the stock in the last 90 days.

$448.43consensus 12-month target, +65.0% from the last close
Low $325High $610
Buy16
Hold5
Sell0

Each firm’s latest rating in the last 90 days: 21 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Oct 28UBSBuy, reiterated$414+52.3%
Oct 28RBC CapitalBuy, maintained$500+84.0%
Oct 19CitiBuy, maintained$500+84.0%
Oct 14WedbushBuy, maintained$560+106.1%
Oct 14Goldman SachsHold, maintained$400+47.2%
+1.5%average 20-day move after past Accumulation readings
+23.1%average move over the next 20 trading days in the last 5 years
±4.7%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Applovin seasonality: the next 20 trading days

Over the next 20 trading days from Nov 4, Applovin averaged +23.1% across the last 5 years, rising in 2 of them.

Next 20 trading days, by year

−5.1%2021−13.5%2022−6.0%2023+130.4%2024+8.8%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+24.0%4 of 5
Next 10 trading days+13.7%2 of 5
Next 15 trading days+15.1%2 of 5
Next 20 trading days+23.1%2 of 5
Next 30 trading days+15.5%3 of 5

For scale, APP’s typical 20-trading-day move in either direction is about 14.6%.

Applovin market cap and key statistics

Applovin’s market cap is $91.29B, with a P/E ratio of 17.6 and revenue of $6.83B over the last twelve months.

Valuation

Market cap
$91.29B
P/E ratio
17.6
Forward P/E
11.2
EPS, TTM
$13.01
Gekko Fair Value
$283.56

Trading

Volume
10.19M
Avg volume, 20 days
4.07M
52-week high
$738.01
52-week low
$225.19
Shares outstanding
305.7M

Financials

Revenue, TTM
$6.83B
Profit margin
64.6%
Return on equity
203.7%
Quarterly earnings growth, YoY
+57.0%

Risk and income

Beta
2.50
Typical daily move
±4.7%
Typical 20-day move
±14.6%

Applovin peers

Applovin’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
MSFTMicrosoft+2.2%Neutral17.8% above
PLTRPalantir Technologies+4.1%Accumulation4.7% below
ORCLOracle+1.6%Accumulation29.7% below
PANWPalo Alto Networks+0.2%Accumulation7.4% above
CRWDCrowdStrike−0.7%Neutral8.1% above
CRMSalesforce−0.8%Accumulation9.3% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

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Applovin stock FAQ

What is Applovin’s market cap?

Applovin’s market cap is $91.29B at the Nov 4, 2026 close of $271.75, with 305.7M shares outstanding. The shares trade on a P/E ratio of 17.6.

What is the Applovin stock forecast?

The consensus analyst 12-month price target for Applovin is $448.43, +65.0% from the last close. Of the 21 firms that rated the stock in the last 90 days, 16 rate it a buy, 5 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Applovin stock overvalued or undervalued?

On Gekko’s estimate Applovin is about fair value: the Nov 4, 2026 close of $271.75 is 4.2% below Gekko Fair Value of $283.56. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

What is Applovin’s 52-week high and low?

Applovin’s 52-week high is $738.01 and its 52-week low is $225.19; it closed at $271.75 on Nov 4, 2026, −57.0% over the past year. Over the last five years the shares peaked at $745.61 on Sep 29, 2025.

Is Applovin stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 2 of the 5 items with data read as supportive (gekkoindex and smart money), 2 as mixed (fair value and seasonality) and 1 as a headwind (trend). The checklist is a description of current data, not a recommendation.

Is there unusual options activity in Applovin?

Gekko flagged 1 unusual options signal in Applovin over the last 30 days, with $10.99M of flagged premium in calls and $486K in puts. The latest, bullish flow, was on Nov 4, 2026 with $11.47M in unusual premium. The signal-by-signal table is in Gekko.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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